York GP
GRAND CAYMAN, E9files as York GP, Ltd.
$126m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 6.8% of the portfolio this quarter.
Value
$126m
Stocks
3
Top 10 share
100.0%
Turnover
6.8%
What changed this quarter
New
Bought for the first time this quarter.
- Miami International HoldingsMIAX6.8% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Listed FDS TRJAPN
- Share
- 0.2%
- Value
- $224,900
- Shares
- 10,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Texas Pacific LandTPL | 93.0% | $118m | 268,600 | Held |
| Miami International HoldingsMIAX | 6.8% | $9m | 230,729 | New |
| Listed FDS TRJAPN | 0.2% | $224,900 | 10,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 21.0% since 30 June 2025.
Where the money is
Energy93.0%
Financial services6.8%
Other0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.